Mercer Advisors Expands Multi-Family Office Capabilities With the Addition of Waypoint Capital Advisors
Summary
Waypoint will expand on how it serves UHNW clients and multigenerational families by tapping into Mercer Advisors specialists and capabilities in these areas. “Mercer Advisors will be a long-term home for our 12 professionals, who are excited to access the full-service wealth management services, resources, and capabilities of a high caliber RIA.” Martine Lellis, Principal, M&A Partner Development at Mercer Advisors, added, “We were very impressed with the strength of Waypoint’s client base and track record of growth. By integrating expertise within a single team, Mercer Advisors provides a bespoke investment management and planning experience for families. 2024 - Barron’s Top 100 RIA methodology: Mercer Advisors was ranked number 1 for firms with fewer than $70 billion in client assets. In each of those categories Barron’s does multiple sub calculations including asset type, growth, client retention, technology spending, succession planning, diversity of their teams, charitable and philanthropic work and compliance records.